Wealth Consultant
1 week ago
An exciting and immediate career opportunity is currently available at Avanti Wealth for a:Wealth ConsultantAs a Wealth Consultant you are responsible for the provision of financial planning and investment advice services to our membership. This includes but is not limited to the production of financial and investment plans. This position can be located in the Windsor or Kitchener-Waterloo regions.Position Type: Vacant PositionSalary Range: $46,000 - 90,000In summary, the Wealth Consultant will:· Offer advice related to investment products/solutions, insurance & life related products, estate planning, education savings planning, budgeting and retirement planning.· Comply with established policies, guidelines and procedures to meet regulatory requirements· Grow the business through active prospecting from your referral sources including the credit union staffAs the successful candidate, you’ll have responsibility for:· Fostering relationships to gain, service, and retain business opportunities.· Create diversified registered and non-registered portfolios through the sale of investment products and solutions based on your recommendations.· Completing financial plans for members by identifying member financial objectives, gathering/processing/analyzing relevant information, developing the financial plan, implementation, and consistent follow up.· Conducting continuous market research and trend analysis.· Providing reporting to the credit union.· Coaching and mentoring colleagues.The “must-have” skills and qualifications that we’re looking for are:· Post-secondary education in business or finance.· CFP is preferred.· A minimum of 5 years' financial services experience.· A commitment to providing exceptional member service.· Ability to work in an innovative, fast-paced environment.Additional skills are considered assets too:· Proven experience in building portfolios.· Entrepreneurial aptitude.· Proactive Business Development.
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Wealth Consultant
7 days ago
Windsor, Ontario, Canada Aviso Wealth Full timeAn exciting and immediate career opportunity is currently available at Avanti Wealth for a:Wealth ConsultantAs a Wealth Consultant you are responsible for the provision of financial planning and investment advice services to our membership. This includes but is not limited to the production of financial and investment plans. This position can be located in...
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Wealth Consultant
1 week ago
Windsor, Canada Aviso Wealth Full timeAn exciting and immediate career opportunity is currently available at Avanti Wealth for a: Wealth Consultant As a Wealth Consultant you are responsible for the provision of financial planning and investment advice services to our membership. This includes but is not limited to the production of financial and investment plans. This position can be located...
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Wealth Consultant
7 days ago
Windsor, Ontario, Canada Aviso Full timeAn exciting and immediate career opportunity is currently available at Avanti Wealth for a:Wealth ConsultantAs a Wealth Consultant you are responsible for the provision of financial planning and investment advice services to our membership. This includes but is not limited to the production of financial and investment plans. This position can be located in...
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Windsor, ON NH R, Canada Scotiabank Full timeRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The WMC serves as the single point of contact for referrals from Retail Banking into Scotia Wealth Management ("SWM"), and actively pursues wealth management opportunities among existing customers (excludes existing clients in SWM). Targeting...
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Investment Advisor
3 weeks ago
Windsor, Canada RBC Dominion Securities Full timeOverview Investment Advisor role at RBC Dominion Securities. Grow your business, your way – with RBC. As an Investment Advisor, you can help clients reach their goals, while RBC provides training, support, and resources to help your career and life. What you do best You have excellent people and problem-solving skills that help you build and maintain...
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Investment Advisor
2 weeks ago
Windsor, Canada RBC Full timeJob Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...
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Windsor, Canada NFP Corp Full timeOverviewBusiness Line: Personal Lines, SalesHours Per Week: 35 (Full-Time)Location: Windsor, Hamilton, Oshawa, Sudbury, Timmins, Toronto, Mississauga, and Ottawa – HybridJob Duration: Full-Time, Permanent / Travel will be required to attend tradeshows and networking eventsThe Leisure Client Executive is responsible for developing and retaining a profitable...
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Windsor, Canada NFP Corp Full timeBusiness Line: Personal Lines, SalesHours Per Week: 35 (Full-Time)Location: Windsor, Hamilton, Oshawa, Sudbury, Timmins, Toronto, Mississauga, and Ottawa – Hybrid (https://www.nfp.ca/about-nfp/find-an-office)Job Duration: Full-Time, Permanent / Travel will be required to attend tradeshows and networking eventsAbout the RoleThe Leisure Client Executive is...
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Payroll Specialist
3 days ago
Windsor, Canada NFP Full timeBusiness Line: Human Resources Hours Per Week: 35 - Full-Time Location: Ontario – Fully Remote (https://www.nfp.ca/about-nfp/find-an-office) ęp Job Duration: 8 Month Contract / Replacement Role Wage Transparency: The base salary range for this position is $65,000 to $70,000. The base salary offered will be determined by factors including, but not limited...
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Windsor, Canada NFP Corp Full timeBusiness Line: Personal Lines, Sales Hours Per Week: 35 (Full-Time) Location: Windsor, Hamilton, Oshawa, Sudbury, Timmins, Toronto, Mississauga, and Ottawa – Hybrid (https://www.nfp.ca/about-nfp/find-an-office) Job Duration: Full-Time, Permanent / Travel will be required to attend tradeshows and networking events About the Role The Leisure Client...
